IAMOG
FRC

Investors Asset Management of Georgia’s First Republic Bank FRC Stock Holding History

Investors Asset Management of Georgia’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-39
Closed -$5K – 565
2022
Q3 		$5K Hold
39
– – ﹤0.01% 533
2022
Q2 		$6K Buy
+39
New +$5.85K ﹤0.01% 465

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investors Asset Management of Georgia's FRC Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of First Republic Bank (FRC) in Q4 2022, closing a stake of 39 shares — an estimated $5K sold.

Investors Asset Management of Georgia first reported a position in FRC in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 725 funds tracked by Wall St. Rank hold FRC as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining First Republic Bank position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 39 First Republic Bank shares in Q4 2022, an estimated $5K.
  • Investors Asset Management of Georgia first reported a position in First Republic Bank in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's First Republic Bank position peaked at $6K in Q2 2022.
  • 725 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.